The Motley Fool

OCTOBER 21, 2024

Also active brokerage accounts continuing to climb even after the TD Ameritrade merger. After the TDA Mertde acquisition, I thought they were going to have a tougher time retaining those clients. Let's move on to Goldman Sachs, another big bank that appears to be doing just fine pre-tax earnings for the bank rose 45% from one year ago.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. Just last week, we closed our acquisition of the London-based index provider, Foxberry. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

JANUARY 25, 2024

Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. If you're in a higher tax bracket today, take the loss.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

APRIL 12, 2024

Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%. Average deposits were down 3% as the impact of quantitative tightening more than offset new client acquisitions and deepening with existing clients. for the quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

JANUARY 12, 2024

Here, at Bank of America, our teammates finished 2023 with a solid fourth quarter. billion after tax, or $0.70 Our team at Bank of America delivered strong profits for shareholders across a challenging year, navigating a slowing economy, geopolitical tensions, bank failures, and the impact of a rate hike of historic speed.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JANUARY 16, 2025

Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Second, we recorded a negative pre-tax impact to our market-making revenue of approximately $1.6 NII grew 3%.

Banks 130

Banks Leveraging Capital Accounting 130

Axial

DECEMBER 3, 2024

At Axial, we use data collected over 14 years of working in mergers and acquisitions, such as recently closed deals and how many bids an advisor generates, to recommend the best advisors for your business. Bridgepoint Investment Banking Bridgepoint Investment Banking serves a range of privately owned companies.

Companies 52

Companies Mergers and Acquisitions Consultants Consulting 52

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

We had solid results in the quarter with revenue, pre-tax pre-provision profit, diluted earnings per share, and ROTCE all higher than a year ago. Last quarter, we disclosed for the first time the allowance for credit losses coverage ratio for the office portfolio in the corporate investment bank, which increased from 5.7%

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

MAY 3, 2024

It's a member acquisition business, it's a content business, and it's an expense cost structure business and you can be unprofitable for a long time until you get all three of those things correct. So within a month or so they think they're going to be finally done integrating the merger. Pretty, impressive.

Banks 130

Banks Assets Accounting Mergers and Acquisitions 130

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. You did no acquisitions. What can I say about Peter Mallouk?

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. billion with pre-tax margin of 33%.

Banks 130

Banks Assets Capital Mergers and Acquisitions 130

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. RITHOLTZ: Now, let’s talk a little bit about the roll-ups and the mergers and acquisitions that are going on. HAMBURGER: Yes.

Legal 64

Legal Law Firms Consultants Consulting 64

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. And so I joined Goldman in there, it was a 12-person merger department. So I joined Goldman and their merger department, but said, I’d like to be your LBO guy. You know, he’s a great entrepreneur, and it was a half a million-dollar investment from the firm.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Motley Fool

JANUARY 24, 2025

Corporate mergers and acquisitions can have a significant impact on the value of stock held by investors. But apart from the potential for sudden price changes for impacted shares, what else do investors need to know about mergers and acquisitions? A merger occurs when companies combine to create a new entity.

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Bidding Shareholders 130

The Motley Fool

FEBRUARY 10, 2025

Not only do I believe the general direction of interest rates will be lower for the next few years, but bank stocks , especially the large ones, could be big beneficiaries of the new administration's deregulation efforts and potential corporate tax cuts.

Mergers and Acquisitions 147

Mergers and Acquisitions Banks Investing Capital 147

The Motley Fool

DECEMBER 22, 2024

JPMorgan Chase No banks have yet reached the $1 trillion market cap level, but JPMorgan Chase (NYSE: JPM) could become the first. Year to date, the bank is up 35%, and its market cap is $648.6 That would benefit investment banks like JPMorgan Chase which collect large fees for advising and facilitating M&A deals.

Mergers and Acquisitions 246

Mergers and Acquisitions Banks Conglomerates Investment Banking 246

The Motley Fool

APRIL 3, 2025

The wealth management and investment banking giant's stock lost 9.5% President Donald Trump's dramatic tariff announcement has sent shockwaves through financial markets, hitting investment banks particularly hard. M&A implications Morgan Stanley is a major player in the merger and acquisition (M&A) market.

Mergers and Acquisitions 130

Mergers and Acquisitions Investment Banking Investment Banks Banks 130

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. In two of our most notable index business wins, we expanded our relationships with a pair of large investment banks in the Americas. We're looking forward to an exciting year ahead.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banks 52

Banks Debt Startups Capital 52

The Motley Fool

NOVEMBER 16, 2024

Trump could roll back banking regulation, or simply pay less attention to the banks -- a change from the scrutiny they've received from the Biden Administration. The two largest banks in the U.S., I recommend the active strategy more for retirement portfolios with fewer tax consequences.

Banks 187

Banks Mergers and Acquisitions Initial Public Offering Active Investors 187

The Motley Fool

DECEMBER 30, 2024

Investors also seem to be bullish on incoming Trump administration's impact on the sector as they expect lower taxes and less regulation, which is likely to encourage more mergers and acquisitions, a boon for the investment banking sector.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Investment Banking 246

The Motley Fool

DECEMBER 7, 2024

Current Federal Trade Commission chair Lina Kahn has also been fairly hostile to mergers and acquisitions , fighting almost every proposed tie-up made by any decently sized company. All three of these banks also have large investment banking segments, so those segments would see a benefit on any M&A relief from a new FTC director.

Banks 100

Banks Mergers and Acquisitions Taxes Prospects 100

The Motley Fool

NOVEMBER 6, 2024

Cyclical stocks like banks and energy broadly soared on the news, as the new Republican administration is expected to take a number of steps to stimulate the economy, including tax cuts and a friendlier regulatory framework for business, which tends to favor banks. A new era for bank stocks?

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Investment Banking Investment Banks 130